Overview

Young but very well-established (15+ years) financial advisor husband-wife team looking to purchase the right book of business and increase our capacity to fit our current model and client base in order to continue to serve more families and grow our practice for many years to come.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,180 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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